Mission Wealth Management, LP

13F filer · CIK 0001645382

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$8.18BU.S. long equity reported on 13F

Positions678252 new · 12 closed

Net flow last quarter+$1.37BBuys minus sells

Top 10 positions weight19.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026678 positions
AAPLApple Inc.	$351M	4.29%	0.01%	+35.3%	Q2 2015
NVDANvidia Corp	$327M	3.99%	0.01%	+94.8%	Q1 2018
MSFTMicrosoft Corp	$240M	2.94%	0.01%	+56.2%	Q2 2015
AMZNAmazon Com Inc	$141M	1.73%	0.01%	+80.4%	Q3 2015
AVGOBroadcom Inc.	$106M	1.29%	0.01%	+153.1%	Q1 2018
GOOGAlphabet Inc.	$99.5M	1.22%	Not reported	+40.5%	Q4 2015
GOOGLAlphabet Inc.	$93.9M	1.15%	0.00%	+144.4%	Q4 2015
AMATApplied Materials Inc	$89M	1.09%	0.02%	+157.6%	Q2 2015
TSLATesla, Inc.	$67.3M	0.82%	0.00%	+31.2%	Q1 2016
SUSASouthern USA Resources Inc.	$67.1M	0.82%	Not reported	+5.5%	Q2 2015
SPYSPDR S&P 500 ETF Trust	$53.9M	0.66%	Not reported	+28.2%	Q2 2015
USRTEnigma-Bulwark, Ltd.	$41.9M	0.51%	Not reported	+19.8%	Q4 2019
LRCXLam Research Corp	$38.7M	0.47%	0.01%	+200.3%	Q2 2020
JPMJPMorgan Chase & Co	$36.2M	0.44%	0.00%	+74.7%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$34.7M	0.42%	Not reported	+32.6%	Q2 2018
CATCaterpillar Inc	$33.5M	0.41%	0.01%	+211.9%	Q2 2016
METAMeta Platforms, Inc.	$32.1M	0.39%	Not reported	+47.1%	Q3 2015
LLYELI LILLY & Co	$30.7M	0.38%	0.00%	+71.9%	Q3 2015
COSTCostco Wholesale Corp	$30.4M	0.37%	0.01%	+147.1%	Q2 2015
AMDAdvanced Micro Devices Inc	$28.7M	0.35%	0.00%	+61.6%	Q3 2020
VVisa Inc.	$27.7M	0.34%	0.00%	+81.4%	Q3 2015
MUMicron Technology Inc	$25.3M	0.31%	0.00%	+79.3%	Q2 2021
JNJJohnson & Johnson	$24.6M	0.30%	0.00%	+78.4%	Q2 2015
SCZNXG NextGen Infrastructure Income Fund	$24.2M	0.30%	Not reported	+28.7%	Q2 2015
WMTWalmart Inc.	$24M	0.29%	0.00%	+293.7%	Q2 2015
INTCIntel Corp	$20.2M	0.25%	0.00%	+20.4%	Q2 2015
BABoeing Co	$17.6M	0.21%	0.01%	+707.4%	Q2 2016
ABBVAbbVie Inc.	$17.4M	0.21%	0.00%	+119.1%	Q2 2015
KLACKla Corp	$16.6M	0.20%	0.00%	+270.4%	Q4 2021
ORCLOracle Corp	$16.3M	0.20%	0.00%	+41.9%	Q2 2015
ISRGIntuitive Surgical Inc	$15.3M	0.19%	0.01%	+19.7%	Q2 2015
NFLXNetflix Inc	$15.1M	0.18%	0.01%	+10.3%	Q3 2015
HDHome Depot, Inc.	$15M	0.18%	0.00%	+9.7%	Q2 2015
CVXChevron Corp	$14.9M	0.18%	0.00%	+57.7%	Q2 2015
SMHMarket Vectors ETF Trust	$14.7M	0.18%	Not reported	+1643.6%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$14.3M	0.17%	Not reported	+99.7%	Q3 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.3M	0.17%	0.00%	+246.6%	Q2 2015
BLKBlackRock, Inc.	$13.6M	0.17%	0.01%	+97.9%	Q2 2017
URIUnited Rentals, Inc.	$13.2M	0.16%	0.02%	+66.4%	Q1 2021
DEDeere & Co	$13.1M	0.16%	0.01%	+322.1%	Q1 2021
CSCOCisco Systems, Inc.	$13M	0.16%	0.00%	+61.3%	Q2 2015
CRWDCrowdStrike Holdings, Inc.	$12.8M	0.16%	0.03%	+681.0%	Q4 2023
BRK.ABerkshire Hathaway Inc	$12.7M	0.16%	Not reported	+466.7%	Q1 2017
PGPROCTER & GAMBLE Co	$12.3M	0.15%	0.00%	+164.2%	Q2 2015
TXNTexas Instruments Inc	$12M	0.15%	0.00%	+63.1%	Q4 2016
PANWPalo Alto Networks Inc	$10.7M	0.13%	0.00%	+67.6%	Q3 2021
BACBank of America Corp	$10.6M	0.13%	0.00%	+54.4%	Q2 2015
GSGoldman Sachs Group Inc	$10.1M	0.12%	0.00%	+100.8%	Q2 2021
GEGeneral Electric Co	$9.87M	0.12%	0.00%	+99.8%	Q3 2021
WDCWestern Digital Corp	$9.33M	0.11%	0.00%	-18.0%	Q1 2021

Q1 2026Reported May 15, 2026436 positions
AAPLApple Inc.	$227M	4.67%	0.01%	-4.4%	Q2 2015
MSFTMicrosoft Corp	$153M	3.14%	0.01%	-2.1%	Q2 2015
NVDANvidia Corp	$146M	3.01%	0.00%	-7.2%	Q1 2018
AMZNAmazon Com Inc	$68.4M	1.41%	0.00%	-4.8%	Q3 2015
GOOGAlphabet Inc.	$57.5M	1.18%	Not reported	-8.8%	Q4 2015
SUSASouthern USA Resources Inc.	$54.5M	1.12%	Not reported	+0.3%	Q2 2015
TSLATesla, Inc.	$45.3M	0.93%	0.00%	+0.1%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$36.6M	0.75%	Not reported	+7.1%	Q2 2015
AVGOBroadcom Inc.	$34.2M	0.70%	0.00%	-4.8%	Q1 2018
USRTEnigma-Bulwark, Ltd.	$31.1M	0.64%	Not reported	-0.3%	Q4 2019
GOOGLAlphabet Inc.	$30.9M	0.64%	0.00%	-8.7%	Q4 2015
METAMeta Platforms, Inc.	$22.1M	0.46%	Not reported	-7.3%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$20.5M	0.42%	Not reported	+1.8%	Q2 2018
JPMJPMorgan Chase & Co	$18.6M	0.38%	0.00%	-6.1%	Q2 2015
NFLXNetflix Inc	$18.5M	0.38%	0.00%	-1.9%	Q3 2015
SCZNXG NextGen Infrastructure Income Fund	$17.9M	0.37%	Not reported	+1.9%	Q2 2015
AMATApplied Materials Inc	$16.3M	0.34%	0.01%	-8.0%	Q2 2015
XOMExxonMobil Holdings Corp	$15.1M	0.31%	0.00%	-8.0%	Q2 2015
ISRGIntuitive Surgical Inc	$14.9M	0.31%	0.01%	+0.5%	Q2 2015
LLYELI LILLY & Co	$13.7M	0.28%	0.00%	-1.3%	Q3 2015
VVisa Inc.	$13.4M	0.28%	0.00%	-6.2%	Q3 2015
JNJJohnson & Johnson	$13.3M	0.27%	0.00%	-16.5%	Q2 2015
COSTCostco Wholesale Corp	$13.1M	0.27%	0.00%	-0.5%	Q2 2015
HDHome Depot, Inc.	$12.7M	0.26%	0.00%	-4.9%	Q2 2015
CVXChevron Corp	$11.8M	0.24%	0.00%	-2.1%	Q2 2015
ORCLOracle Corp	$11.5M	0.24%	0.00%	+17.1%	Q2 2015
BSVNBank7 Corp.	$9.08M	0.19%	1.22%	Not reported	Q2 2023
AFLAflac Inc	$7.62M	0.16%	0.01%	+40.6%	Q2 2015
CATCaterpillar Inc	$7.14M	0.15%	0.00%	+5.5%	Q2 2016
BLKBlackRock, Inc.	$6.88M	0.14%	0.00%	-3.3%	Q2 2017
ABBVAbbVie Inc.	$6.86M	0.14%	0.00%	-15.4%	Q2 2015
WFCWells Fargo & Company	$6.81M	0.14%	0.00%	+0.9%	Q2 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.7M	0.14%	Not reported	-8.8%	Q3 2016
WMTWalmart Inc.	$6.68M	0.14%	0.00%	-1.6%	Q2 2015
TPLTexas Pacific Land Corp	$6.47M	0.13%	0.02%	-37.1%	Q2 2020
LRCXLam Research Corp	$6.35M	0.13%	0.00%	-24.0%	Q2 2020
AMDAdvanced Micro Devices Inc	$6.23M	0.13%	0.00%	+1.5%	Q3 2020
BACBank of America Corp	$5.89M	0.12%	0.00%	-2.3%	Q2 2015
GLDSPDR Gold Trust	$5.52M	0.11%	0.00%	+3.2%	Q3 2020
CSCOCisco Systems, Inc.	$5.33M	0.11%	0.00%	-1.1%	Q2 2015
INTCIntel Corp	$5.3M	0.11%	0.00%	-4.9%	Q2 2015
SHWSherwin Williams Co	$5.27M	0.11%	0.01%	-3.1%	Q1 2016
URIUnited Rentals, Inc.	$5.12M	0.11%	0.01%	-0.6%	Q1 2021
KEYSKeysight Technologies, Inc.	$5.08M	0.10%	0.01%	-3.0%	Q1 2018
LOWLowes Companies Inc	$4.94M	0.10%	0.00%	+1.7%	Q2 2015
WDCWestern Digital Corp	$4.82M	0.10%	0.01%	+200.8%	Q1 2021
TXNTexas Instruments Inc	$4.79M	0.10%	0.00%	-5.1%	Q4 2016
AKAMAkamai Technologies Inc	$4.77M	0.10%	0.03%	-4.3%	Q4 2023
MCDMcdonalds Corp	$4.69M	0.10%	0.00%	-9.9%	Q2 2015
PGPROCTER & GAMBLE Co	$4.57M	0.09%	0.00%	-31.8%	Q2 2015

Q4 2025Reported Feb 5, 2026453 positions
AAPLApple Inc.	$255M	5.08%	0.01%	-2.0%	Q2 2015
MSFTMicrosoft Corp	$204M	4.06%	0.01%	+2.9%	Q2 2015
NVDANvidia Corp	$168M	3.36%	0.00%	-2.5%	Q1 2018
AMZNAmazon Com Inc	$79.6M	1.59%	0.00%	-2.6%	Q3 2015
GOOGAlphabet Inc.	$69M	1.38%	Not reported	+4.5%	Q4 2015
SUSASouthern USA Resources Inc.	$57.3M	1.14%	Not reported	-1.8%	Q2 2015
TSLATesla, Inc.	$54.7M	1.09%	0.00%	-2.0%	Q1 2016
AVGOBroadcom Inc.	$40.2M	0.80%	0.00%	-5.0%	Q1 2018
GOOGLAlphabet Inc.	$36.9M	0.74%	0.00%	+2.9%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$35.8M	0.71%	Not reported	-1.0%	Q2 2015
USRTEnigma-Bulwark, Ltd.	$30.1M	0.60%	Not reported	+0.6%	Q4 2019
METAMeta Platforms, Inc.	$27.5M	0.55%	Not reported	+2.0%	Q3 2015
JPMJPMorgan Chase & Co	$21.7M	0.43%	0.00%	-4.1%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$21.5M	0.43%	Not reported	-3.4%	Q2 2018
NFLXNetflix Inc	$18.4M	0.37%	0.00%	+0.1%	Q3 2015
ISRGIntuitive Surgical Inc	$18.2M	0.36%	0.01%	+1.3%	Q2 2015
SCZNXG NextGen Infrastructure Income Fund	$17.4M	0.35%	Not reported	+5.7%	Q2 2015
VVisa Inc.	$16.6M	0.33%	0.00%	-3.7%	Q3 2015
LLYELI LILLY & Co	$16.2M	0.32%	0.00%	+7.5%	Q3 2015
HDHome Depot, Inc.	$14M	0.28%	0.00%	+5.0%	Q2 2015
TTDTrade Desk, Inc.	$13.6M	0.27%	Not reported	+0.7%	Q4 2020
JNJJohnson & Johnson	$13.4M	0.27%	0.00%	-2.6%	Q2 2015
AMATApplied Materials Inc	$13.3M	0.27%	0.01%	-0.5%	Q2 2015
ORCLOracle Corp	$13M	0.26%	0.00%	-10.3%	Q2 2015
XOMExxonMobil Holdings Corp	$11.6M	0.23%	0.00%	+0.5%	Q2 2015
COSTCostco Wholesale Corp	$11.4M	0.23%	0.00%	-13.5%	Q2 2015
APPFAppfolio Inc	$9.1M	0.18%	Not reported	-20.5%	Q3 2020
CVXChevron Corp	$8.87M	0.18%	0.00%	-1.9%	Q2 2015
ABBVAbbVie Inc.	$8.51M	0.17%	0.00%	-20.5%	Q2 2015
BLKBlackRock, Inc.	$7.92M	0.16%	0.00%	-2.7%	Q2 2017
WFCWells Fargo & Company	$7.9M	0.16%	0.00%	+0.6%	Q2 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.12M	0.14%	Not reported	-4.3%	Q3 2016
BACBank of America Corp	$6.8M	0.14%	0.00%	-5.6%	Q2 2015
LRCXLam Research Corp	$6.7M	0.13%	0.00%	-12.2%	Q2 2020
PGPROCTER & GAMBLE Co	$6.65M	0.13%	0.00%	-3.6%	Q2 2015
AMDAdvanced Micro Devices Inc	$6.46M	0.13%	0.00%	0.0%	Q3 2020
TPLTexas Pacific Land Corp	$6.23M	0.12%	0.03%	0.0%	Q2 2020
WMTWalmart Inc.	$6.08M	0.12%	0.00%	+2.0%	Q2 2015
IBMInternational Business Machines Corp	$5.91M	0.12%	0.00%	+5.8%	Q2 2015
URIUnited Rentals, Inc.	$5.72M	0.11%	0.01%	-8.7%	Q1 2021
SHWSherwin Williams Co	$5.5M	0.11%	0.01%	-6.9%	Q1 2016
CATCaterpillar Inc	$5.47M	0.11%	0.00%	-7.2%	Q2 2016
AFLAflac Inc	$5.44M	0.11%	0.01%	-36.8%	Q2 2015
MAMastercard Inc	$5.4M	0.11%	0.00%	-3.3%	Q4 2016
CSCOCisco Systems, Inc.	$5.35M	0.11%	0.00%	+8.9%	Q2 2015
MCDMcdonalds Corp	$5.12M	0.10%	0.00%	-0.8%	Q2 2015
IBITiShares Bitcoin Trust ETF	$5.11M	0.10%	0.01%	+37.7%	Q4 2024
FITBFifth Third Bancorp	$5.03M	0.10%	0.02%	-0.7%	Q1 2019
UNHUnitedhealth Group Inc	$5M	0.10%	0.00%	-5.6%	Q3 2015
LOWLowes Companies Inc	$4.96M	0.10%	0.00%	-0.2%	Q2 2015

Q3 2025Reported Nov 4, 2025439 positions
AAPLApple Inc.	$243M	4.83%	0.01%	-4.9%	Q2 2015
MSFTMicrosoft Corp	$212M	4.21%	0.01%	-2.0%	Q2 2015
NVDANvidia Corp	$173M	3.43%	0.00%	-11.6%	Q1 2018
AMZNAmazon Com Inc	$77.7M	1.54%	0.00%	-2.9%	Q3 2015
SUSASouthern USA Resources Inc.	$56.7M	1.13%	Not reported	-3.4%	Q2 2015
TSLATesla, Inc.	$55.2M	1.10%	0.00%	-1.2%	Q1 2016
GOOGAlphabet Inc.	$51.2M	1.02%	Not reported	-1.2%	Q4 2015
AVGOBroadcom Inc.	$40.3M	0.80%	0.00%	+2.5%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$35.4M	0.70%	Not reported	-1.7%	Q2 2015
USRTEnigma-Bulwark, Ltd.	$30.8M	0.61%	Not reported	+2.4%	Q4 2019
METAMeta Platforms, Inc.	$30M	0.60%	Not reported	-2.3%	Q3 2015
GOOGLAlphabet Inc.	$27.8M	0.55%	0.00%	+0.3%	Q4 2015
NFLXNetflix Inc	$23.5M	0.47%	0.00%	+3.9%	Q3 2015
JPMJPMorgan Chase & Co	$22.1M	0.44%	0.00%	-21.5%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$21.7M	0.43%	Not reported	+6.6%	Q2 2018
ORCLOracle Corp	$20.9M	0.42%	0.00%	+53.1%	Q2 2015
TTDTrade Desk, Inc.	$17.4M	0.35%	Not reported	-3.6%	Q4 2020
VVisa Inc.	$16.8M	0.33%	0.00%	-5.3%	Q3 2015
SCZNXG NextGen Infrastructure Income Fund	$16.3M	0.32%	Not reported	+3.1%	Q2 2015
HDHome Depot, Inc.	$15.7M	0.31%	0.00%	-0.9%	Q2 2015
ISRGIntuitive Surgical Inc	$14.2M	0.28%	0.01%	-0.2%	Q2 2015
COSTCostco Wholesale Corp	$14.2M	0.28%	0.00%	+0.5%	Q2 2015
APPFAppfolio Inc	$13.6M	0.27%	Not reported	+16.7%	Q3 2020
JNJJohnson & Johnson	$12.4M	0.25%	0.00%	-2.1%	Q2 2015
ABBVAbbVie Inc.	$10.9M	0.22%	0.00%	-2.0%	Q2 2015
XOMExxonMobil Holdings Corp	$10.8M	0.22%	0.00%	+0.7%	Q2 2015
LLYELI LILLY & Co	$10.7M	0.21%	0.00%	-9.2%	Q3 2015
AMATApplied Materials Inc	$10.7M	0.21%	0.01%	-4.1%	Q2 2015
CVXChevron Corp	$9.21M	0.18%	0.00%	+6.4%	Q2 2015
BLKBlackRock, Inc.	$8.86M	0.18%	0.00%	-22.9%	Q2 2017
AFLAflac Inc	$8.73M	0.17%	0.01%	-3.3%	Q2 2015
PGPROCTER & GAMBLE Co	$7.4M	0.15%	0.00%	-7.8%	Q2 2015
URIUnited Rentals, Inc.	$7.39M	0.15%	0.01%	-32.3%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.31M	0.15%	Not reported	+4.6%	Q3 2016
WFCWells Fargo & Company	$7.07M	0.14%	0.00%	-0.7%	Q2 2015
VEEVVeeva Systems Inc	$6.8M	0.14%	0.01%	-4.5%	Q2 2021
BACBank of America Corp	$6.76M	0.13%	0.00%	-14.6%	Q2 2015
TPLTexas Pacific Land Corp	$6.75M	0.13%	0.03%	-0.4%	Q2 2020
SHWSherwin Williams Co	$6.31M	0.13%	0.01%	-7.8%	Q1 2016
LRCXLam Research Corp	$5.97M	0.12%	0.00%	-6.0%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$5.7M	0.11%	0.00%	-4.0%	Q4 2023
MAMastercard Inc	$5.56M	0.11%	0.00%	-25.7%	Q4 2016
UNHUnitedhealth Group Inc	$5.54M	0.11%	0.00%	-7.5%	Q3 2015
WMTWalmart Inc.	$5.51M	0.11%	0.00%	-0.4%	Q2 2015
IBMInternational Business Machines Corp	$5.32M	0.11%	0.00%	+4.8%	Q2 2015
LOWLowes Companies Inc	$5.18M	0.10%	0.00%	+1.1%	Q2 2015
TXNTexas Instruments Inc	$5.13M	0.10%	0.00%	-8.9%	Q4 2016
MCDMcdonalds Corp	$5.13M	0.10%	0.00%	-1.5%	Q2 2015
CATCaterpillar Inc	$4.91M	0.10%	0.00%	-1.7%	Q2 2016
AMDAdvanced Micro Devices Inc	$4.88M	0.10%	0.00%	-8.6%	Q3 2020

Premium opens every quarter this fund has filed